What’s new at a glance
In the new 9.0 release we have turned off old parts with type "Roadmap" and "Budget" and enabled new parts with type "Flexible Roadmap" and "Flexible Budget".
Old Roadmap and Budget:
includes hard-coded columns,
includes items from Assessment part and Assets part (Assets part - retired since Nov 2025).
New Flexible Roadmap and Flexible Budget:
allows you to configure columns,
includes items from Assessment part, Plan part and Flexible Items part.
How to configure new parts settings
Part sources
A part can pull items from multiple sources. You can select at the Template level whether you want to include a source or not:
Template - List - Click the part - Select checkboxes:
Group by and recurring
Group items by Site when you want to plan Budgets by different sites. "Group by Site" level is always the top level group.
Recurring lets you add recurring expenses into new Budget and Roadmap. System will add additional columns and calculate recurring budgets in addition to one-time expenses.
Columns
Flexible item columns may sometimes show irrelevant information, so you can adjust columns per each Roadmap and Budget Section.
These settings are available both from the template and the report.
